Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,294 | $95,917-7.9% | $79,583+10.9% | $134,545-34.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.94% | -2.70%-10.2pp | 0.16%-13.1pp | 418.37%-431.3pp |
| Employer contribution / active EE | $2,343 | $3,129-25.1% | $2,414-2.9% | $4,742-50.6% |
| Participant deferral / active EE | $7,685 | $4,694+63.7% | $3,986+92.8% | $6,401+20.0% |
| Admin fee / account holder | $5,740 | $9,132-37.1% | $6,835-16.0% | $11,431-49.8% |